FAQs

• Apply online using our online application.
• Apply offline if you prefer not to open an account online, or if you want to open a locked-in account, RRIF, RESP, corporate or investment club account, apply manually using printed forms.

You’ll need to complete a new application. However, if we’ve already cleared a cheque in your name, and the ID we have on file has not expired, there’s no need to resend these items.

To qualify for Active Trader pricing, you need to sign-up to receive your trade confirmations and account statements online with our eServices feature as well as make at least 10 web-based stock or options trades under the same Client Name/Account Group registration (accounts that start with the same 6 characters) within the three previous calendar months to receive Active Trader pricing for the next month.

For example if you made a total of 10 web-based stock or options trades during the period February 1st to April 30th, you’d receive Active Trader pricing for May.

Simply complete and mail a Registered Plans Transfer Form if it is a registered account such as an RRSP, RRIF, or TFSA. Or, if have a non-registered trading account, complete and mail in an Authorization to Transfer Account Form. You must include a photocopy of your most recent account statement from the delivering institution. We will do the rest!

Yes, please call us for assistance.

NOTE: When calculating that value of overall contribution, we will need you to provide a price per share in the context of the market. This means that the price per share chosen must be a price traded for that security on the day the in-kind contribution is completed.